+214.8%
WCC vs BG
+88.4%
+126.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.6% |
| 7D | +1.7% | +3.7% | -2.1% | +0.3% |
| 30D | -6.1% | +12.3% | -18.4% | -10.3% |
| 3M | +3.1% | -2.2% | +5.3% | +3.4% |
| 6M | +28.2% | +5.3% | +22.9% | +24.0% |
| YTD | +41.1% | +42.4% | -1.3% | +20.1% |
| 1Y | +61.3% | +55.2% | +6.1% | +31.1% |
| 3Y | +123.6% | +21.0% | +102.7% | +99.9% |
| 5Y | +214.8% | +87.1% | +127.6% | +91.2% |
| All | +214.8% | +88.4% | +126.4% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling